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iShares Core S&P 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
QA
1026
Quantitative Advantage
Minnesota
$2.58M +$333K +1,075 +16%
TCOV
1027
Trust Company of Vermont
Vermont
$2.58M +$21.4K +69 +0.9%
FPTW
1028
Franklin, Parlapiano, Turner & Welch
Texas
$2.57M
PL
1029
Plancorp LLC
Missouri
$2.56M +$109K +353 +5%
GSWM
1030
Golden State Wealth Management
California
$2.55M -$11.3M -36,474 -82%
TIM
1031
Total Investment Management
Arizona
$2.55M +$223K +721 +10%
SDWMA
1032
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.55M +$4.33K +14 +0.2%
AIM
1033
Aspen Investment Management
Michigan
$2.53M +$232K +751 +11%
ECM
1034
Exchange Capital Management
Michigan
$2.53M -$227K -732 -9%
FFW
1035
Fusion Family Wealth
New York
$2.53M +$40.2K +130 +2%
AWM
1036
Adams Wealth Management
Utah
$2.52M +$2.42M +7,809 New
SIS
1037
Sound Income Strategies
Florida
$2.52M -$31.3K -101 -1%
MCWA
1038
Meadow Creek Wealth Advisors
Georgia
$2.51M +$2.41M +7,777 New
PWP
1039
Private Wealth Partners
California
$2.51M -$209K -675 -8%
BFP
1040
Briaud Financial Planning
Texas
$2.51M +$2.4M +7,755 New
NEGWA
1041
New England Guild Wealth Advisors
Connecticut
$2.48M -$167K -540 -7%
HB
1042
Horizon Bancorp
Indiana
$2.48M +$2.37M +7,660 New
Betterment LLC
1043
Betterment LLC
New York
$2.47M -$707K -2,285 -23%
HBWM
1044
Hollow Brook Wealth Management
New York
$2.47M
CA
1045
Capital Advantage
California
$2.44M -$85.1K -275 -4%
CMP
1046
Courage Miller Partners
Virginia
$2.44M +$5.26K +17 +0.2%
AIC
1047
Ameritas Investment Company
Nebraska
$2.44M +$533K +1,723 +30%
SMG
1048
Smart Money Group
Texas
$2.43M +$24.4K +79 +1%
CFS
1049
CRA Financial Services
New Jersey
$2.43M +$97.2K +314 +4%
OFS
1050
Oldfather Financial Services
Nebraska
$2.42M +$2.28M +7,373 New